August 2005

1 Executive Director

2 Associate Director

3 Membership

4 Publications

5 Sales and Events
6 Development

7 Financial Report

8 Action Plan

return to memo
region/section accounts
board report
addresses/phones

6. Development

Julie Buderus, Development Director
development@interpnet.com


Development progress from November 1, 2004 to August 12, 2005 includes $215,995 in confirmed (publicly announced) gifts and $879,282 in pending contributions. Development priorities to date include capital support, sponsorships, planned giving, donor recognition and support for video equipment.


Legacy Trust Fund (LTF)
Our disclosed activity for the capital campaign equals $119,486 in confirmed cash and pledge commitments. This includes $33,313 from our audited adjustment. When added to the auditor-approved capital contributions of $296,141, the total amount restricted to our building fund equals $415,627.

Capital initiative:
The quiet-phase of the capital campaign is moving forward and we are excited! An announcement of the actual progress will be made at the NIW in November.


Planned Giving
We have a signed gift agreement from Dick Taylor that confirms our first Charitable Gift Annuity of $25,000. The fund will be invested into a high yield bond fund and Dick will be sent quarterly fixed payments until the end of his lifetime. When the fund matures, it will be used for scholarship support for attendance at the NIW.


International Workshop 2006
The confirmed and pending sponsorships to date total over $60,000. Several corporations are placing the proposals under review and we should have a response in the next several months.


NIW 2005
The confirmed sponsorship of cash and gifts-in-kind to date equals $48,000 for the Mobile workshop. Members from the states of Florida, South Carolina, Georgia Region 3, and life members from Region 3 are recognized as co-sponsors. Proposals sent to Vulcan Materials Company Foundation, Curtis and Edith Munson Foundation and the Mobile Visitors’ Bureau are currently under review.


Grants
The Boettcher Foundation challenge grant for $25,000 has been confirmed.

The Gates Family Foundation will receive a quarterly report in August toward meeting the challenge grant.

The proposal to The Ronda E. Stryker and William Johnson Foundation (for scholarship support directed to the international workshop) is pending.

The Norcross Wildlife Foundation has accepted our letter of inquiry for $4,000 directed to computer and video equipment for the DVD production of the interpretation training video. A formal proposal was sent forward this week and they will notify us of the results in November.


Travel
I will be traveling to the San Francisco/ Monterey/ Berkeley areas from August 30 – Sept. 3 for prospect visits.

From Sept. 6- 12, I will be in the New York City area for a Major Gift and Planned Giving conference and prospect visits.